Remote Life Insurance Adviser

TN United Kingdom; Stockport; Remote; GBP 25,000 - 35,000; Full time

Job summary

An innovative firm is seeking a Remote Life Insurance Adviser to deliver exceptional service and advice to customers over the phone. This role requires a strong understanding of financial services and FCA regulations, as well as excellent customer engagement skills. With a commitment to personal development and a drive to achieve sales targets, you will thrive in a fast-paced environment. Enjoy a range of perks including life assurance, health benefits, and a supportive work culture that promotes flexibility and career growth. Join a team that values your contributions and fosters a healthy work-life balance.

Benefits

Pension of up to 12%

Free healthy breakfast and lunch

Life assurance - 4x salary

Personal Health Fund

Vitality Health Insurance

Discounted gym membership

Free cinema tickets

50% off trainers

Flexible working environment

Career development opportunities

Qualifications

• Experience in Financial Services is essential for this role.
• Strong customer engagement skills and a confident telephone manner are required.

Responsibilities

• Provide exceptional service and advice over the telephone to customers.
• Ensure compliance with FCA and internal standards.

Skills

Experience within Financial Services

Confident telephone manner

Full understanding of FCA regulatory requirements

Strong Customer orientation and engagement skills

Highly motivated to deliver sales targets

Commitment to personal development

Strong Organisation skills

Financial services qualifications

Education

Financial services qualifications appropriate to the role

Job description

Social network you want to login/join with:

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Client:

Vitality

Location:

Stockport, United Kingdom

Job Category:

Customer Service

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EU work permit required:

Yes

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Job Reference:

e738f75c1914

Job Views:

11

Posted:

26.04.2025

Expiry Date:

10.06.2025

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Job Description:

Remote based- 3 weeks office training and 1 day a month office visit.

Remote Life Insurance Adviser Overall Job Purpose:

The role involves providing exceptional service and advice over the telephone to customers, managing time effectively in a fast-paced environment, maintaining knowledge proactively, and ensuring compliance with FCA and internal standards. The quality of advice, thorough documentation, and understanding of regulatory requirements are essential.

Skills Required

• Experience within Financial Services
• Confident telephone manner
• Full understanding and knowledge of the regulatory requirements of the FCA
• Strong Customer orientation and engagement skills
• Highly motivated with a drive to deliver sales targets and outstanding customer outcomes
• A driven individual with commitment to personal development and progression
• Strong Organisation skills with the ability to manage personal time and focus to maximise productivity and results
• Financial services qualifications appropriate to the role

What will you get in return?

• A pension of up to 12% – we will match your contributions up to 6% of your salary
• Free healthy breakfast and lunch when attending the office
• Life assurance - 4x salary
• Personal Health Fund for expenses such as optical, dental, health assessments, prescriptions, and activity tracking devices
• Plus our award-winning Vitality Health Insurance with benefits and activity rewards
• Discounted gym membership
• Free cinema tickets at Vue and Odeon Cinemas monthly for staying active
• 50% off trainers at Runnersneed (one pair per plan year) plus 15% off full-priced items
• & Much more..!

If you are successful in your application and join Vitality, we promise to:

• Help you be the healthiest you've ever been
• Create an environment that embraces you as you are and enables you to be your best self
• Provide flexibility on how, where, and when you work
• Assist in your career development by playing to your strengths
• Give you a voice to help our business grow and make Vitality a great place to work
• Offer space to try, fail, and learn
• Provide a healthy balance of challenge and support
• Recognise and reward with a competitive salary and benefits
• Be there for you when needed
• Provide opportunities to contribute positively to society

We aim for you to feel a sense of belonging and support to be happy and healthy.

Working at Vitality offers a creative, innovative environment with challenging goals and a passion for excellence. We believe work should be fun and sociable, and we want our team to enjoy every day.

Our people are selected for their skills, enthusiasm, and attitude, especially their belief that anything is achievable.